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Coppell Advisory Solutions’s Perion Network PERI Stock Holding History

Coppell Advisory Solutions’s Portfolio PERI Stock Details PERI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-370
Closed -$2.87K – 1422
2024
Q4 		$2.87K Hold
370
– – ﹤0.01% 1466
2024
Q3 		$2.95K Hold
370
– – ﹤0.01% 1374
2024
Q2 		$3.09K Buy
+370
New +$4.49K ﹤0.01% 1300
2023
Q4 		$11.4K Buy
+370
New +$10.5K ﹤0.01% 909

Other funds holding PERI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
VB
Value Base Tel Aviv, Israel $127M AUM 12.37% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Coppell Advisory Solutions's PERI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Perion Network (PERI) in Q1 2025, closing a stake of 370 shares — an estimated $2.87K sold.

Coppell Advisory Solutions first reported a position in PERI in Q4 2023 and held it in 4 quarters. The position peaked at $11.4K in Q4 2023. 107 funds tracked by Wall St. Rank hold PERI as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Perion Network position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 370 Perion Network shares in Q1 2025, an estimated $2.87K.
  • Coppell Advisory Solutions first reported a position in Perion Network in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Perion Network position peaked at $11.4K in Q4 2023.
  • 107 funds tracked by Wall St. Rank held Perion Network as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.